Today is AMD's Financial Analyst Day at AMD's campus in Sunnyvale, CA. I'm not a financial analyst but there are some useful tidbits that are coming out of the presentations today. Obviously the focus at AMD these days is returning to profitability and with the planned spinoff of its manufacturing business, this should be possible.

AMD was quick to point out that it only has one competitor in the CPU space and one competitor in the GPU space. There are very few markets where there are only two competitors, which led to the following statement: "We ought to be able to make money, and we can make money".

Manufacturing is going to be an important topic today and AMD plainly laid out its manufacturing transitions for next year: AMD is going to move chipsets to 45nm in 2009, graphics will be pushed down to 40nm, and we'll see 32nm designs completed for production in 2010.

I'm not sure if I'm reading this correctly but it appears to say that AMD's marketing strategy for North America is graphics-exclusive, with no real Phenom focus. The important disclosures thus far have been in the roadmaps however.

The Server Roadmap

Today AMD launched its Shanghai processor, the 45nm follow-on to last year's Barcelona. We also got a brief update on its server roadmap:

In the 2nd half of 2009 we'll see Istanbul, a 6-core 45nm product that will work in current sockets for Barcelona/Shanghai. In 2010 we'll see 8-core and 12-core solutions with up to four DDR3 memory channels and four Hyper Transport links.

45nm Phenom? It's called the Phenom II and you get it Next Year


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  • GaryJohnson - Thursday, November 13, 2008 - link

    AT needs a post rating system like DT I think so we can vote this guy down and ignore him. Reply
  • steveyballme - Sunday, November 16, 2008 - link

    Dang! You poor people are unfriendly! Reply
  • RagingDragon - Saturday, November 15, 2008 - link

    I vote for banning him/her/it. Reply
  • Griswold - Friday, November 14, 2008 - link

    That wont stop him piggyback riding on AT to promote his attention whore garbage blog - search engines still see his junk links and rate his page higher due to this. Reply
  • R3MF - Thursday, November 13, 2008 - link

    A netbook format, but not using the fusion CPU/GPU single package, i wonder what it is............

    low-power dual-core Phenom II at .045u and probably around 1.6GHz
    low-power 780G chipset at .055u, hopefully paired with the SB750

    Could be a very compelling product when put in a 10" chassis!
  • 3DoubleD - Thursday, November 13, 2008 - link

    I'd put my money on downclocked, super low voltage dual core athlons. It was demonstrated not so long ago that such an Athlon chip running below 10 Watts wipes the floor with the Intel Atom. Personally, I don't buy into the whole netbook thing, but I think this is the right way to go for AMD. I feel like I pioneered the idea when I assembled a 12.1" laptop (from a barebones kit) with the slowest (eg. lowest power components) available ~4 years ago. I was able to get ~7 hours of battery life at only ~4lbs. Having said that, I would not trade any more performance for power savings if I did it again. Getting any smaller than 12.1 inches is also crazy unless you are planning to only use it for web surfing. I don't see the allure of paying all that money for something that just browses the web. I understand the desire to bring a laptop everywhere, but it should be useful, that's why I think the super low power X2 Athlon would be a good call.

    On that note, I don't think that Phenom can be low power enough to suit their needs. AMD is really really good at making Athlons, which is why they can run so low power.
  • teldar - Thursday, November 13, 2008 - link

    I would love to have something similar to the eee but actaully with a little bit of power. But that's me as a student right now. It would be nice to be able to pull up the prof's power points during class and add notes by typing rather than writing. And it would let me get some other things done while sitting in class when there's not a whole lot of info being disbursed.

    But it would be nice as well if it could get a couple things done at the same time. Not an option with the atom netbooks.
  • gochichi - Tuesday, November 18, 2008 - link

    They actually make these, they are called LAPTOPS.

    I have a 13" Inspiron 1318 that I picked up for about $650.00. It has a 2.0GHz C2D, 4GB RAM, 250GB HDD, 9-Cell battery (this being key as it gives an actually useful battery... say 5 hours easy). It is definetely useful, and I have to tell you that the 13" screen is actually kind of small as it is.

    Now a junky-junk-junker of a netbook is about $400.00, maybe $350 even. For $300 more you get an actually useful device. Also, sometimes you can find used Dell Latitudes X1s for about $300.00... they are 2.5lbs, 12" widescreen, 2GB RAM and about 4+ hours battery.

    A used ultra-portable may be a good option for you if you're dead set about having something below 4lbs. Also Lenovo makes a killer product called the X200 which is also quite light and exceedingly fast. Though my top choice for power/price/portability would be the Lenovo T400 (14" though, which I think would be ideal, especially cause it's a little higher res 1440x900 vs 1280x800). Check out the X200 though, I think it's under $1k if you buy it with a coupon and it's going to outlast a crapbook by about 5 years (seriously).
  • Orthogonal - Thursday, November 13, 2008 - link

    Looks like AMD didn't learn their lesson with Barcelona. You don't do a process shrink AND new micro-architecture at the same time. Maybe they've learned from their mistakes, but it's just way too many variables to control at the same time. 32NM and Bulldozer. Reply
  • Martimus - Thursday, November 13, 2008 - link

    AMD is rolling out 32nm in 2010 with Magny-Cours and Sao-Paulo, which is really just a 8 and 12 core MCM version of Shanghai and Istanbul. Bulldozer is coming in 2011 according to the road map. So, they are in-fact doing a process shrink before they start the new architecture. Reply

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